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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,235 | $227,291-85.4% | $214,702-84.5% | $155,188-78.6% |
| Participation rate | 30.0% | 88.0%-58.0pp | 87.5%-57.5pp | 80.8%-50.8pp |
| Annual return | 29.35% | 60.08%-30.7pp | 54.55%-25.2pp | 148.84%-119.5pp |
| Employer contribution / active EE | $920 | $6,772-86.4% | $6,461-85.8% | $4,248-78.4% |
| Participant deferral / active EE | $3,925 | $9,582-59.0% | $9,147-57.1% | $6,531-39.9% |
| Admin fee / account holder | $1,503 | $20,413-92.6% | $19,830-92.4% | $14,480-89.6% |